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Squar Milner Financial Services LLC: SBUX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squar Milner Financial Services LLC on SBUX, newest first. How the timeline and the estimate are built.

Squar Milner Financial Services LLC held 19,789 SBUX shares at 2020-06-30 per its 13F-HR filed 2020-07-16.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 19,789 shares
    Change vs previous 13F +4,531 shares

    0.83% of the 13F portfolio, value $1,456,000.

    13F-HR 0001727592-20-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2020-03-31
    13F 15,258 shares
    Change vs previous 13F +2,911 shares

    0.6% of the 13F portfolio, value $1,003,000.

    13F-HR 0001727592-20-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-12-31
    13F 12,347 shares
    Change vs previous 13F -7,024 shares

    0.54% of the 13F portfolio, value $1,085,000.

    13F-HR 0001727592-20-000001 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-09-30
    13F/A 19,371 shares
    Change vs previous 13F +8,685 shares

    0.85% of the 13F portfolio, value $1,664,000.

    13F-HR/A 0001727592-20-000007 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-06-30
    13F 10,686 shares
    Change vs previous 13F +1,529 shares

    0.6% of the 13F portfolio, value $896,000.

    13F-HR 0001727592-19-000005 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-03-31
    13F 9,157 shares
    Change vs previous 13F +781 shares

    0.5% of the 13F portfolio, value $680,000.

    13F-HR 0001727592-19-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-12-31
    13F 8,376 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $539,000.

    13F-HR 0001727592-19-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).